We focus on estate planning, trust and estate administration, preparing estate and gift tax returns, establishing charitable organizations, trust and estate litigation, and guardianships and conservatorships.
Estate planning involves arranging for the transfer of your property to your family members, favorite charities, and other beneficiaries during your life or upon your death, with the least amount of overall tax to your estate and your beneficiaries. The transfers may be in trust or outright, and they may involve wills, revocable or irrevocable trusts, or gifts. We will listen and work with you to establish an estate plan that best carries out your goals, and that, ultimately, provides you peace of mind.
We provide effective planning for IRAs, 401(k) plans, pensions, and other retirement accounts.
We ensure that your estate plan protects you if you become disabled. An estate plan should arrange for someone to manage your money and to make health care and housing decisions for you if you cannot do so yourself. If you have children with special needs, your estate plan can help preserve their right to public benefits.
Tax planning is an important part of planning and administering estates and trusts. We will help you minimize estate, gift, and income taxes. We educate you about potential tax risks and help you implement ways to minimize those risks for transfers of your assets during life and after death.
We can help you evaluate and make gifts to public charities, private foundations, and charitable trusts.
We are very experienced in preparing federal and Oregon estate tax returns and federal gift tax returns.
We have helped clients administer hundreds of estates and trusts. We recognize that, with families, good communication is essential, especially between the fiduciaries (personal representatives and trustees) and beneficiaries. In helping families through this process, we have learned that our role is part lawyer, part sociologist, and part psychologist. Our goal is always to help ensure that the family is still a family at the end of the process.
Sometimes, no matter how hard we try to avoid conflicts, some family disputes end up in court. Although we are not trial lawyers, we assist them by providing technical trust and estate expertise to help resolve disputes.
When a friend or family member cannot take care of his or her financial and basic needs, we can assist with the court-supervised guardianship and conservatorship proceedings.